Overview

I own a fee-based asset management intensive business with HNW or "emerging HNW" clients/families in PA, FL, NY, & VA. I have access to a wide variety of private real estate, private debt and real estate investments. My background enables me to design, build and manage individual security and alternative investment portfolios for clients. I am looking for advisors in the Mid-Atlantic area looking for succession or looking to merge/partner in order to grow through a greater breadth of services/products.

Market
Advisor/RIA
Last Activity
within 4 months

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